Renewal Autopilot
Required credentials that are missing, expiring, or expired become renewal work — without relying on someone to notice.
The problem
Expiration tracking tells you a date is coming. Reminders tell someone to look. The gap in between is still operational: open a renewal task, reach the employee, collect the update, and keep manager review in the loop. When that handoff depends on memory, required credentials slip — especially across a growing team.
How ComplyNestly handles it
Renewal Autopilot watches required credentials and creates a renewal task when one is missing, expiring, or expired. Optionally, it can email the employee a secure portal link to submit their renewal. Managers still review and approve every submission — Autopilot never approves credentials, never edits records on its own, and never acts on credentials that aren't covered by a requirement. Turning Autopilot off stops new tasks; existing requests remain so you can finish them. Available on Pro and Business plans alongside renewal workflows.
Key capabilities
- Creates renewal tasks for required credentials that are missing, expiring, or expired
- Optional automatic email of a secure employee portal renewal link
- Surfaces work in Renewals and the Action Center
- Manager review and approval always required — Autopilot never auto-approves
- Only required credentials are eligible; optional credentials stay tracked without Autopilot tasks
- Stop creating new tasks by turning Autopilot off; in-flight requests remain workable
- Paid plans only — Free includes core tracking, not Autopilot
Typical workflow
- 1Configure role requirements and keep credential types accurate
- 2Enable Renewal Autopilot (and optionally automatic employee email) in settings
- 3Autopilot opens tasks for missing, expiring, or expired required credentials
- 4Employees submit via portal link when emailed; managers review and approve
Who benefits
- Operations and compliance teams tired of manually opening every renewal chase
- Businesses that already track expirations and want the next step — structured renewal work
- Managers who need collection and review without Autopilot making approval decisions
Related solutions
- Certification Reminder Software
- OSHA Certification Tracking
- CPR & First Aid Certification Tracking
- Food Handler Certification Tracking
- Forklift Certification Tracking
- Security Guard License Tracking
- CDL Endorsement Tracking
- Aerial Lift Operator Certification Tracking
- Software vs Spreadsheets
- Replace Spreadsheet Tracking
- Compliance Spreadsheet Alternative
- Audit-Ready Credential Records
- Compliance Packet for Audits
- Contractor Credential Packet for Bids
Already using ComplyNestly?
For setup steps, safety settings, and what Autopilot will never do automatically, see the Renewal Autopilot Help Center guide.
Ready to try it?
Start on the Free plan — no credit card required. Reminders, Matrix, Action Center, Renewal Autopilot, and AI unlock on Pro and Business.